Willow Creek Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Willow Creek Wealth Management’s Portfolio MTD Stock Details MTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-148	Closed	-$222K	–	157
2024 Q3	$222K	Hold	148	–	–	0.02%	148
2024 Q2	$207K	Sell	148 -3	-2%	-$4.1K	0.02%	146
2024 Q1	$201K	Buy	+151	New	+$186K	0.02%	151
2023 Q2	–	Sell	-147	Closed	-$225K	–	146
2023 Q1	$225K	Hold	147	–	–	0.03%	122
2022 Q4	$212K	Buy	+147	New	+$197K	0.04%	125
2022 Q2	–	Sell	-147	Closed	-$202K	–	131
2022 Q1	$202K	Hold	147	–	–	0.04%	117
2021 Q4	$249K	Hold	147	–	–	0.05%	109
2021 Q3	$202K	Sell	147 -14	-9%	-$21.1K	0.04%	112
2021 Q2	$223K	Buy	+161	New	+$208K	0.05%	105

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Willow Creek Wealth Management's MTD Position: Q4 2024 in Review

Willow Creek Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 148 shares — an estimated $222K sold.

Willow Creek Wealth Management first reported a position in MTD in Q2 2021 and held it in 9 quarters. The position peaked at $249K in Q4 2021. 812 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Willow Creek Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
Willow Creek Wealth Management sold 148 Mettler-Toledo International shares in Q4 2024, an estimated $222K.
Willow Creek Wealth Management first reported a position in Mettler-Toledo International in Q2 2021 and held it in 9 quarters.
Willow Creek Wealth Management's Mettler-Toledo International position peaked at $249K in Q4 2021.
812 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Willow Creek Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.